QuickBooks Q&A

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customize a category for farm use?

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New card number for expense account. how do I update?

I'm using the new auto fill on quickbooks online

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We decided to use QuickBooks for our newly started company and what a colossal mistake that was. After QB approved our application for a checking account and to receive online payments, our first client duly paid a 5 digit sum via the generated link. At that point, QB cancelled our account without informing us and kept the money in their account. We only found out after a week when the money was still not deposited into our bank. After days of pleading on the phone and messages, we had a collection of contradictory information and still no answers. At this point, as far as we can tell from piecing everything together, QB has made a decision to terminate our account (and that they don't have to and won't explain why) and that the payment was being held indefinitely. That's correct - they wouldn't return it to the payer, they wouldn't release it to us and perhaps most importantly, they wouldn't tell us why or for how long or how it will be resolved. They just kept our money. It has now b

When setting up credit card payments, do I only get charged 3% when customer makes payment? Also are there any other fees for online cc payment?

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How can I save my invoices?

I have been approved for a line of credit.  How do I access the funds? 

my checks were printing correctly on my old computer. i've changed to a new computer and cannot get the checks to print correclty at all i've followed the steps numerous times, but they are not printing correctly. they are deluxe checks and it's a simple check, i just can't figure out for the life of me what I"m doing wrong to get this fixed. I downloaded adobe reader like it said, drug the grid like it said in printer setup. I just can't figure it out.

Is line account name different from name on the chart of accounts for importing a journal entry from a csv file?

I tried Transaction List by Vendor report but it doesn't include categories and won't let me add or group by category.

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I have QB DESKTOP Premier Accountant Edition 2020, I have a client who is on QB DESKTOP 2008 version.I need to update her data files for 4 entites so that I can do the conversion to my QB Online account.Obviosuly the older versions are not available anymore and I don't need to purchase the older versions I just need a compatible trial version to jump the files to the most recent desktop version and then convert to QB Online.Can anyone assist me?

who is my merchant

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I entered a Job to my Customer List but it doesn't show...if I do a search the job appears and when I double-click on it the Customer List opens but the Job is not there. Where is it or is there a flaw in the software??To eventually add the new job, I had to rename a new one as a prompt comes up saying the job already exists... see attached screen capture.No clue what's going on...----------Also, I entered another job to a customer but it created a New Customer not adding the job to the customer selected. That's another question if it happens again...Thanks in advance for anyone's help.

Apparently this is a known issue with the software—no matter what I do or how many times I reset the bank connections, my transactions will not import into the software. In order to close my books for FY2025, I had to manually add the last 6 weeks of transactions. There are so few features with solopreneur that it seems crazy this main one is not working and there has been no progress. I have been told someone from software development will reach out for the last 6 weeks and have not received any further communications. I don't want to move my bookkeeping platform but I'm not sure how much longer is reasonable to wait? I feel like I'm being scammed.

Has anyone else had an issue with getting QBO to pay your PFML with automated taxes? I've got QB setup as the third party agent in the unemployment portal, which is the same portal used for PFML but I get an error in my automated taxes saying add QB as a third party agent. I've worked with chat for over an hour, and spent an hour and a half on the line with someone last Friday. Was told the issue should be resolved, and to check Monday. It's still an issue. Currently on hold trying to talk with someone again. Pretty sure I'm lost in the phone system though, been on hold for 10 minutes after my call was 'transferred.' Ugh, frustrated. 

there is an extra line item in my Income Statement labelled  " * Cost of Goods Sold."Why does this occur and how do I fix it.

The OSHA 300A log instructions from the Dept of Labor require that we add the total number of employees in EACH pay period.  We pay weekly so that is 52 pay periods.  Is there a way to do this easily, i.e. not have to do it 52 times?